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LPL Financial
LPLA

Overview Fund Activity

787 hedge funds and large institutions have $29.7B invested in LPL Financial in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 322 increasing their positions, 256 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+13
Holders Change %
+1.68%
% of All Funds
10.56%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.28%
New
128
Increased
322
Reduced
256
Closed
103
Calls
$44.1M
Puts
$36.7M
Net Calls
+$7.44M
Net Calls Change
+$23.9M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$1.01B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$916M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
4
Principal Financial Group
Principal Financial Group
Iowa
$599M
5
Invesco
Invesco
Georgia
$207M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$920M
2
Marshall Wace
Marshall Wace
United Kingdom
$7.69M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$124M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$444M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
751
Twin Peaks Wealth Advisors
California
$2.99K +$2.99K +8 New
SIS
752
Sound Income Strategies
Florida
$2.63K – – –
BLC
753
Brown, Lisle/Cummings
Rhode Island
$2.51K +$359 +1 +17%
AGWCA
754
Annis Gardner Whiting Capital Advisors
Florida
$2.25K +$2.25K +6 New
KG
755
Kilter Group
New York
$2.25K +$2.25K +6 New
BAM
756
Bellevue Asset Management
Washington
$2.25K +$750 +2 +50%
CTWM
757
Cherry Tree Wealth Management
Minnesota
$1.88K – – –
HIA
758
HFM Investment Advisors
New Jersey
$1.88K +$1.13K +3 +150%
PA
759
Pineridge Advisors
Missouri
$1.88K +$1.88K +5 New
CIAS
760
CBIZ Investment Advisory Services
Ohio
$1.88K +$1.88K +5 New
BGAI
761
Bruce G. Allen Investments
Colorado
$1.5K -$3.75K -10 -71%
BF
762
BOK Financial
Oklahoma
$1.5K – – –
PWM
763
Parkworth Wealth Management
California
$1.5K +$375 +1 +33%
RIL
764
Rothschild Investment LLC
Illinois
$1.5K +$1.13K +3 +300%
TPW
765
Talon Private Wealth
Florida
$1.5K +$1.5K +4 New
TIM
766
Tortoise Investment Management
New York
$1.5K +$1.5K +4 New
BHWM
767
Bay Harbor Wealth Management
Maryland
$1.5K +$750 +2 +100%
PWA
768
Principia Wealth Advisory
Texas
$1.13K +$375 +1 +50%
RWM
769
Rialto Wealth Management
New York
$1.13K +$375 +1 +50%
Lazard Asset Management
770
Lazard Asset Management
New York
$1K -$2.25M -8,988 -100%
CAL
771
Capital Advisors Ltd
Ohio
$1K – – –
HFS
772
Hantz Financial Services
Michigan
$1K +$500 +1 +100%
HFS
773
Hughes Financial Services
Virginia
$757 -$2.65K -7 -78%
Pacer Advisors
774
Pacer Advisors
Pennsylvania
$750 – – –
QWM
775
Quaker Wealth Management
New Jersey
$750 +$750 +2 New
29 30
31
32 33